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Contents
Validation rules
- MARC BIB : Tenant cannot change the validation rules for Leader (LDR), 001, 005, 245, 999 ff, and control fields 006/007/008
- MARC AUTHORITY: Tenant cannot change the validation rules for Leader (LDR), 001, 005, 1XX, 999 ff, and control field 008.
- MARC Field
- Required means the field is required to save the record.
- Non-repeatable (NR)/Repeatable (R) = Cannot save a record if the MARC field is set to NR and the MARC tag has been entered multiple times
- Indicator 1
- If user enters an invalid value then system will log it as a Warn but proceed with saving the record
- Indicator 2
- If user enters an invalid value then system will log it as a Warn but proceed with saving the record
- Subfield
- If user enters an invalid value then system will log it as a Warn but proceed with saving the record
- Non-repeatable (NR)/Repeatable (R) = Cannot save a record if the subfield is set to NR and the subfield has been entered multiple times
- If subfield is required then cannot save the record
- If the library enters a MARC field that is not on the validation list then system will log it as a Warn but proceed with saving the record
- ECS
- Local record will validate against the member library's validation list
- Shared record will validate against the central tenant's validation list
Validation Rules Logic Overview
WARN: Warn message, but allow user to bypass and save
PREVENT SAVE : Present error toast and do not allow user to save
Required/ Optional | Field Repeatable (R) / Not Repeatable (NR) | Ind 1 code | Ind 2 code | Subfield code | Subfield code required / optional | Subfield code Repeatable (R) / Not Repeatable (NR) |
|---|---|---|---|---|---|---|
PREVENT SAVE (if Required) | PREVENT SAVE (if NR and user enters duplicate) | WARN (if invalid value) | WARN (if invalid value) | WARN (if invalid value) | PREVENT SAVE (if Required) | PREVENT SAVE (if NR and user enters duplicate) |
Types of MARC fields
System-level: Tenant cannot change validation rules for the following fields
MARC BIB : LDR, 001, 005, 245, 999 ff, and control fields 006/007/008.
MARC AUTHORITY: LDR, 001, 005, 1XX, 999 ff, and control field 008.
Non-local: Some validation rules can be configured at the tenant level. Non-local fields are documented by LOC as not local. (ex. 130)
Local: all validation rules can be configured by the tenant. Local fields are:
Not documented by LOC as a valid tag (ex. 192)
- Documented as a MARC local tag by LOC > 9xx, x9x, or xx9 (except 999 and 490)
System field
YES- can be changed
NO- cannot be changed
APPEND-cannot change MARC specified values. Can add more codes with names.
| Field number/tag | Required/ Optional | Field Repeatable (R) / Not repeatable (NR) | Field name | Help URL | Ind 1 & 2 name | Ind 1 & 2 code | Ind 1 & 2 code name | Subfield code | Subfield code required / optional | Subfield code Repeatable (R) / Not repeatable (NR) | Subfield code name |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NO | NO | NO | NO | YES | NO | NO | NO | NO | NO | NO | NO |
Tenant configuration
Non-local field: Tenant level configuration options
YES- can be changed
NO- cannot be changed
APPEND-cannot change MARC specified values. Can add more codes with names.
| Field number/tag | Required/ Optional | Field Repeatable (R) / Not repeatable (NR) | Field name | Help URL | Ind 1 & 2 name | Ind 1 & 2 code | Ind 1 & 2 code name | Subfield code | Subfield code required / optional | Subfield code Repeatable (R) / Not repeatable (NR) | Subfield code name |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NO | YES | NO | NO | YES | NO | APPEND | APPEND | APPEND | YES | APPEND | APPEND |
Non-local fields > Tenant can modify
- Tag
- Required/Optional
- MARC Tag field name (Tenant cannot override)
- MARC Tag - help URL (Tenant can override)
- Indicator
- Indicator 1 and Indicator 2
- Tenant cannot change Indicator name specified by MARC
- Tenant cannot change Indicator codes and Indicator code names specified by MARC
- BUT Tenant can add/append more valid Indicator codes and Indicator code names NOT specified by MARC (IOW can define local indicator codes and indicator code names)
- Indicator 1 and Indicator 2
- Subfield
- Tenant cannot change subfield name specified by MARC
- Tenant cannot change subfield code and subfield code names specified by MARC
- But Tenant can add/append more valid subfield codes and subfield code names NOT specified by MARC (if invalid value) (IOW tenant can define local subfield codes and subfield code names)
- Non-repeatable (NR) / Repeatable (R) - (Tenant can set/modify for local subfield codes but not MARC specified exceptions $9 and possibly $0)
- Subfield is required/optional (Tenant can set required/optional for any subfield code exceptions $9 and possibly $0)
- Exceptions might be $9 and $0 for a field that can be controlled by an authority heading
- See more details MARC Validation Rules - Definition and Acceptable values
Local field: Tenant level configuration options
YES- can be changed
NO- cannot be changed
| Field number/tag | Required/ Optional | Field Repeatable (R) / Not repeatable (NR) | Field name | Help URL | Ind 1 & 2 name | Ind 1 & 2 code | Ind 1 & 2 code name | Subfield code | Subfield code required / optional | Subfield code (R) / Not repeatable (NR) | Subfield code name |
|---|---|---|---|---|---|---|---|---|---|---|---|
| YES | YES | YES | YES | YES | YES | YES | YES | YES | YES | YES | YES |
Local fields > Tenant can create/edit/delete
- Tag
- Optional or Required (Default: Optional)
- Not Repeatable or Repeatable (Default: Repeatable)
- MARC Tag field name
- MARC Tag - help URL (Default: blank)
- Indicator 1
- Define valid values including names
- Indicator 2
- Define valid values including names
- Subfield
- Define valid subfields including subfield names
- Non-repeatable (NR) / Repeatable (R) (Default: Repeatable)
- Subfield required/optional: (Default: Optional)
See MARC Validation Rules - Definition and Acceptable values